client data

Connect the puzzle pieces

Missed Opportunities in Onboarding? Here’s How Fetch Forms Fill the Gap!

by Clayton Wood
November 1, 2023November 1, 2023

TL;DR: Client onboarding is a critical touch point in the client-firm relationship. Many firms struggle with outdated or disjointed tools, leading to inefficiencies and missed… Read More »Missed Opportunities in Onboarding? Here’s How Fetch Forms Fill the Gap!

Onboarding with Ease: How Ignition and Seamlss Work Together for Seamless Identity Verification

by Clayton Wood
March 23, 2023April 16, 2023

We are thrilled to announce the launch of our new Ignition onboarding lead generation collection link! This new feature is designed to make the onboarding… Read More »Onboarding with Ease: How Ignition and Seamlss Work Together for Seamless Identity Verification